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What is SWORD?

SWORDâ„¢ is a comprehensive software platform designed to streamline the management of Customer Service and Job Shop operations. This application shines in the realm of Client Relationship Management (CRM) and Contact Management, providing detailed logs for contacts and histories of follow-ups. Moreover, SWORDâ„¢ boasts a robust feature set that facilitates the creation of proposals, sales orders, service orders, estimates, contracts, and invoices. It also serves as a small business Manufacturing Resource Planning (MRP) system, integrating Job Costing for materials and labor. In addition to these functions, it offers effective systems for planning and managing factory equipment maintenance. A notable highlight of the software is its capability to monitor orders set for dispatch, whether to internal teams or field service agents. Users can select from various configurations, including a standard edition that works with Windows XP, Vista, and Windows 7, alongside options for Remote Desktop access via Microsoft Terminal Server. Furthermore, it accommodates IP Client to IP Server setups for local area networks (LAN) and wide area networks (WAN), necessitating a Windows Server configuration. With such a wide array of functionalities, SWORDâ„¢ effectively tackles many challenges encountered by service-oriented enterprises. Its adaptability and extensive features make it an invaluable asset for improving operational efficiency and ensuring high levels of customer satisfaction, ultimately fostering growth and success in the competitive landscape.

What is Optima Pro?

Optima Pro field service software is designed to help manage work orders, warranties, service contracts, field scheduling, spare parts inventory, and the overall organization of service operations. This popular tool from Damco enhances efficiency in field service tasks by effectively aligning service delivery teams based on their skills and availability while also managing service contracts with features for automatic renewal. Additionally, it allows for the generation and modification of invoices, and provides dispatchers and managers with real-time tracking of agents' locations. Within the field service sector, one particular segment faces ongoing challenges in coordinating its activities, which include overseeing on-site services, dispatching technicians for repairs and maintenance, and complying with customer service level agreements (SLAs). This constant pressure underscores the importance of effective management solutions in ensuring timely and quality service delivery.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$295 one-time payment
Free Trial Offered?
Free Version

Pricing Information

Free to Start
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Access Business Communications

Company Website

abci-software.com/software_applications/sword_service_management/field_service_software.htm

Company Facts

Organization Name

Achieva.ai

Date Founded

1996

Company Location

United States

Company Website

achieva.ai/

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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